Stratechery, every mention
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every year 2025 anyone John Coogan 43Ben Thompson 3Turner Novak 1
Verbatim, from the transcripts: the passages where Stratechery comes up
How Josh Kushner Became The Most Powerful VC in New York
- ▶ 21:47 unnamed speaker Um, uh, uh, Stratechery, Ben Thompson, had a great, uh, deep dive on, on OpenAI and Broadcom and, uh, and sort of laid out the argument for working, for them working together and baking stuff down onto a chip.
Sam Altman on Sora, Social Media, The Future of AI, and More
- ▶ 2:35 John Coogan I feel like you've laid out a really great, you know, mental model for how you think about ads on Stratechery on the Andreessen Horowitz podcast.
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 35:34 John Coogan So, so on, so on this show, we don't do a lot of primary research, but we do a lot of reactions to posts, obviously, but there are times when we'll read through a Stratechery article or Doug O'Loughlin over at Semi-Analysis, and we'll kind…
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 59:53 unnamed speaker That's a statement of a company that lost some battles but won the war, in my estimation, says Ben Thompson in, in Stratechery, which you should go subscribe to.
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 57:28 John Coogan Um, so, uh, he says, what makes, this is Ben Thompson writing in Stratechery, what makes this all work is the fact that for F-one races, uh,
- ▶ 1:14:40 John Coogan Techery famously does not get caught up in trade deals and, uh, non-CEO, uh, employee shifts.
- ▶ 1:24:57 John Coogan You'll have to subscribe to SearchHackery to get the full analysis. 2 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 1:48:07 unnamed speaker And next up we have Ben Thompson from Stratechery coming into the studio. 5 times in the scene
- ▶ 2:13:37 Ben Thompson And what I said at the time was, and this was 2013, and this was an art, like, you know, when you start a site like Stratechery, you're like a new band. 2 times in the scene
Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- ▶ 10:25 John Coogan Ben Thompson gave a whole, uh, posted a massive article on Stratechery called Apple's retreat, Apple retreats, something like that. 3 times in the scene
- ▶ 13:53 unnamed speaker In my first year of Stratechery, I did a SWOT analysis.
How Does GROK Compare? (Full Analysis)
- ▶ 0:00 John Coogan Uh, Ben Thompson at Stratechery.
- ▶ 9:46 John Coogan First off, a disclaimer, Daniel Gross, a frequent Stratechery interview guest, is the CEO of SSI.
The Future of Autonomous Vehicles
- ▶ 0:00 unnamed speaker Uh, Dara did an interview with Ben Thompson over at Stratechery, and I thought it was interesting because I wanted to talk about, uh, self-driving cars, but he has a very interesting background.
Elon Musk vs. Sam Altman Continues (WHO’S WINNING?)
- ▶ 16:23 unnamed speaker Uh, anyway, let's close with, uh, some, uh, great analysis as always from Ben Thompson over a stratechery, an absolute dog.
Is APPLE Headed Downhill? (Investor Breakdown)
- ▶ 0:46 John Coogan Uh, so let's go through the Stratechery update and then give you some highlights on what's going on with Apple these days.
The Truth About Chinese Manufacturing (De Minimis)
- ▶ 0:00 John Coogan Let's go to some, uh, some fantastic analysis from Ben Thompson over at Stratechery.
- ▶ 9:50 John Coogan Um, and so let's go into, ah, the Stratechery article.
- ▶ 12:57 John Coogan Uh, so Stratechery, however, is a tech newsletter, and the angle I am most interested in is the effect on US tech companies.
- ▶ 20:56 John Coogan So, uh, that last one was from Ben Thompson over at Stratechery.
What Open AI Got WRONG
- ▶ 0:29 unnamed speaker Um, but Ben Thompson, uh, dropped a new update on Stratechery, and we're gonna go through it.
The END of TikTok?
- ▶ 53:05 John Coogan Um, so let's swap, uh, swap over to Stratechery's analysis.
Can This Man Save Los Angeles? (Rick Caruso)
- ▶ 1:01:56 John Coogan Uh, Buck in SF says, is Stratechery still relevant? 6 times in the scene